Laurel Wealth Advisors (California)’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $386K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $91K | Sell |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q3 | $138K | Buy |
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|
2018
Q2 | $123K | Hold |
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|
2018
Q1 | $118K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $116K | Hold |
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|
2017
Q2 | $108K | Hold |
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|
2017
Q1 | $105K | Buy |
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|
2016
Q4 | $73K | Hold |
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|
2016
Q3 | $74K | Hold |
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|
2016
Q2 | $72K | Hold |
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|
2016
Q1 | $71K | Hold |
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|
2015
Q4 | $76K | Buy |
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